Veritas Weekly Transfer Tool
Envoy & Expedited first · Notes hints & referrals honored · Oldest-first pool · Skip to swap in next veteran
1 Upload your files
CRM Export
users_export_*.csv
Onboarding Tracker
Onboarding Tracker*.csv
Referral Tracker
Referral Tracking Form*.csv
| # | Client | Assigned CM | Onboard Date | Type |
|---|
| # | Client | Case Manager | Email Preview | Actions |
|---|
Step 5
Update Your Tracker
Open your shared Excel file and update the Case Manager column for each client below.
Step 6
Verify CRM Assignments
Upload a fresh CRM export to confirm every newly assigned client shows the correct Case Manager in the CRM. This catches anyone you forgot to update before sending emails.
📂 Click to upload fresh CRM export (.csv)